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The Initial Prospect Meeting 

Pinnacle Health Plans
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In Part 3 of our Simplifying the Self-Funded Story series, we’re diving into the first prospect meeting - and how to make it count. 📝
Many brokers overcomplicate this initial conversation, but we’re breaking it down into 3 simple steps that set you up for success. Want to keep the momentum going with your prospects? Watch the full video now to learn how! ⏯️
#SelfFundedStory #Brokers #SalesStrategy #ProspectMeeting #InsuranceInsight

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9 окт 2024

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